Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a-Bear, learning to give up some stocks, and a bear market mood. The impact of tariffs and the velocity of Trump agenda. Market trepidation; William Shatner should've been hired to pitch Conn's. Phobias: Ketchup, heights, & Sansabelt pants; more market commentary and planning around Sunset Laws. Dealing w Roth IRA vs Roth 401k rules differences. The flaw in investing to avoid paying taxes (hint: If you're paying taxes, you're making money.) Tax planning should occur all year long. Gifting custodial accounts.
Richard & Jonathan are covering the 7am CST hour for the host of our terrestrial Radio partner; think of it as a bonus show: Markets aren't Red or Blue, per elections, but Green; learning from mistakes we made curing COVID; deflation and price consciousness; why tariffs will not be inflationary;; consumers will make product substitutions. Why Social Security has become the defacto pension; notes from William Shatner's "Wrath of Khan" presentation: How to plan for outliving your money. living to 100. How to properly claim Social Security; plan for "break-even." Thinking of Social Security as a longevity annuity. Al Pacino Cappucino and how Taylor Swift dodged a bullet. UnitedHealthcare's irregular medicare billings; Medicare Advantage vs MediGap coverages. Financial Planning & Having Kids; Retirement is all about income. Is a guaranteed income a "license to spend?" A look at how retirees spend; tariffs will not create inflation, but will reduce earnings & profits for companies.
SEG-1: The Price of Admission Investors Must Pay
SEG-2: Why We Don't Have to be Invested in Every Asset Class
SEG-3: Financial Planning for Sunset Laws
SEG-4: The Flaw in Tax Avoidance Investing
SEG-5: Markets Aren't Red or Blue; They're Green
SEG-6: Williams Shatner & Planning for Longevity
SEG-7: UnitedHealthCare & Irregular Medicare Billing
SEG-8: Retirement is All About Income
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
-------
REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE:
https://streamyard.com/watch/Gy68mipYram2
-------
Watch today's full show video here:
https://www.youtube.com/watch?v=Im4-UkJTRuM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
-------
Our previous show is here: "Why Bitcoin Will Not Replace the Dollar,"
https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s
-------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#BearMarket #StockMarketCrash #RecessionProof #MarketVolatility #InvestWisely #InvestingAdvice #Money #Investing
